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United Parcel Service
UPS

Overview Fund Activity

1,152 hedge funds and large institutions have $46.8B invested in United Parcel Service in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 432 increasing their positions, 483 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-14
Holders Change %
-1.2%
% of All Funds
30.73%
Holding in Top 10
49
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.76%
% of All Funds
1.31%
New
96
Increased
432
Reduced
483
Closed
93
Calls
$1.04B
Puts
$699M
Net Calls
+$344M
Net Calls Change
-$746M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.95B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
3
Citadel Advisors
Citadel Advisors
Florida
$163M
4
Parnassus Investments
Parnassus Investments
California
$386M
5
Prudential Financial
Prudential Financial
New Jersey
$192M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$267M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
State Street
State Street
Massachusetts
$2.7B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.45B
5
MC
Montag & Caldwell
Georgia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$773K +$34.5K +356 +5%
FBT
827
First Bankers Trust
Kentucky
$769K – – –
IH
828
IFC Holdings
Florida
$762K -$24.4K -252 -3%
SIC
829
Shoker Investment Counsel
Ohio
$757K -$24.6K -254 -3%
BAM
830
Burnham Asset Management
New York
$756K -$9.69K -100 -1%
KB
831
Kimelman & Baird
New York
$755K – – –
CBU
832
CIBC Bank USA
Illinois
$754K -$220K -2,270 -23%
MC
833
Middleton & Co
Massachusetts
$744K -$87K -897 -10%
ACPU
834
Arrowgrass Capital Partners (US)
Delaware
$744K +$744K +7,674 New
FNB
835
Farmers National Bank
Kentucky
$742K – – –
LCM
836
Liberty Capital Management
Michigan
$739K -$12.1K -125 -2%
AI
837
Atria Investments
North Carolina
$737K -$101K -1,043 -12%
ID
838
Integral Derivatives
New York
$734K +$734K +7,576 New
CCG
839
Cypress Capital Group
Florida
$729K +$17.5K +180 +2%
MCM
840
Monarch Capital Management
Indiana
$726K +$19.5K +201 +3%
MBT
841
Monroe Bank & Trust
Michigan
$717K +$228K +2,356 +47%
SPC
842
Sigma Planning Corp
Michigan
$712K +$112K +1,159 +19%
NIMI
843
Natixis Investment Managers International
France
$695K -$59.6K -615 -8%
CNFG
844
Creegan & Nassoura Financial Group
New Hampshire
$689K -$4.75K -49 -0.7%
LSCM
845
LaSalle Street Capital Management
Illinois
$688K – – –
WIC
846
Woodmont Investment Counsel
Tennessee
$687K +$14.6K +150 +2%
BIM
847
Beach Investment Management
Pennsylvania
$679K -$955K -9,850 -58%
Connor, Clark & Lunn Investment Management (CC&L)
848
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$679K – – –
RCAG
849
Rehmann Capital Advisory Group
Michigan
$676K -$5.82K -60 -0.9%
CNC
850
Citizens & Northern Corp
Pennsylvania
$672K -$100K -1,032 -13%
32 33
34
35 36